Filed February 8, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,114 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON CO FID COMPREHENSIVE Service code 49 · EIN 26-2409128 | Other Services | $6,554 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $1,639 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 15 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,281 | $54,573-35.4% | $90,951-61.2% | $73,488-52.0% |
| Participation rate | 82.6% | 61.2%+21.4pp | 69.0%+13.5pp | 70.7%+11.9pp |
| Annual return | 8.29% | 16.69%-8.4pp | 134.60%-126.3pp | 28.51%-20.2pp |
| Employer contribution / active EE | $1,040 | $991+4.9% | $2,122-51.0% | $2,270-54.2% |
| Participant deferral / active EE | $2,721 | $2,517+8.1% | $3,373-19.3% | $3,740-27.2% |
| Admin fee / account holder | $125 | $521-76.1% | $5,959-97.9% | $513-75.7% |